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SmartVoice®

Portal

Enterprise/Group Admin Quick Start Guide

3/22/2017

2Contact Customer Care at 877-487-8722 for additional assistance.

ENTERPRISE ADMINISTRATORYou will have a single Enterprise Administrator assigned to your SmartVoice Customer Portal

Account. This “Super” Administrator has access to manage all locations and end users on the

customer’s account. That role will have been assigned during your SmartVoice order process.

GROUP ADMINISTRATORThis type of Administrator has access to manage users at a single customer location or within a

department on the SmartVoice Customer Portal.

END USEREnd users are able to manage their individual SmartVoice service. Please refer to the SmartVoice

Portal End User Guide

LOGINGo to https://portal.sv.TPx.com

The Enterprise Administrator will receive an email from TPx with your Username and Password.

Note the portal password information is only sent to the Enterprise Administrator and you are

responsible for providing that to Group Administrators and End Users..

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PASSWORD RESETDuring your initial login, you will be required to reset your password.

The system will prompt you to change your Web Portal Password every 90 days, but you can also

update it as needed at any time.

FORGOT PASSWORD The Forgot password? feature does not work for Group or Enterprise Admin accounts. It is for

User Accounts only. An Enterprise Administrator can reset a password for a Group Administrator.

As the Enterprise Administrator, if you cannot get into your portal account and you need the

password reset, you will need to contact TPx Communications directly:

Enterprise Admin Password Reset: 877-487-8722

Premier Customers Only: 888-611-8722

ENTERPRISE DIRECTORY This tab allows you to view users, search for user accounts or create a report to display all of the

users and their information.

4Contact Customer Care at 877-487-8722 for additional assistance.

End Users can enter their information on their own in the Profile Tab. The Enterprise and Group

Administrators also have access to enter this information for each End User.

5Contact Customer Care at 877-487-8722 for additional assistance.

CREATE NEW GROUP ADMINISTRATORS Both Enterprise and Group Administrators have the ability to create new Group Administrators

within the SmartVoice Customer Portal. Go to the Group Profile Tab. Under Site Info, there is a

selection for Administrators.

Click on Add (above) and enter the Adminstrator information and create a new password for

them. You can specify if the new Group Administrator will manage the entire Group (service

location) or Users assigned to a specific department only.

6Contact Customer Care at 877-487-8722 for additional assistance.

SCHEDULESAs an Enterprise or Group Administrator, you can create Time or Holiday Schedules for your

different service locations. Under Group Profile, click on the Time or Holiday Schedule tabs to

create your new options.

Once this is completed, all of your users will have the option of selecting these group schedules

with any of their features that have schedule options to manage their calls, such as Call Forward

Selective or Selective Call Acceptance.

7Contact Customer Care at 877-487-8722 for additional assistance.

DEPARTMENTSThe Departments tab allows you to organize users into separate groups that can be managed by

a specific Group Administrator. These Departments are also identified in the Enterprise Directory.

END USERSAs an Enterprise or Group Administrator, you will be able to support your End Users in their use

of the SmartVoice Customer Portal. The Dashboard gives you quick access to update a Web

Portal Password or Voice Portal Passcode for any of your End Users.

8Contact Customer Care at 877-487-8722 for additional assistance.

CALLING FEATURESYou can also manage features for End Users if they need some assistance or are unable to manage

the features on their own. Click on the Manage Users tab and select the User you would like to view.

You will then have access to the same views and settings the End User has from their own portal

access. You can turn features On or Off and change settings or destination numbers.

9Contact Customer Care at 877-487-8722 for additional assistance.

FEATURE DESCRIPTIONSWhen you hover your cursor over any of the features, a brief description will display.

END USER CHANGESThis access to End User accounts is also beneficial when an employee leaves the

company. You can modify call settings such as Call Forwarding to route incoming

calls to another number as needed. You can also easily update the Enterprise

Directory information. This same functionality makes it very easy to assign an

existing number or line to a new employee, get them set up with a new password

and update their information into the Enterprise Directory.

10Contact Customer Care at 877-487-8722 for additional assistance.

GROUP SERVICESIf you have Trunk Group services assigned to your account, you can manage these

services under the Group Services tab.

A good example is Trunk Group Call Forwarding which includes many options for

you to manage right from the SmartVoice Customer Portal.

n Activating Call Forward Always will re-route all incoming calls to a Trunk Group

to the destination number.

n When all Call Paths are in use, calls will be sent to the destination number

entered for the Incoming Capacity Exceeded option.

n The Unreachable Destination options will be used in an outage situation.

It is a good idea to add the destination number for both the Incoming Capacity

Exceeded option and the Unreachable Destination option as soon as your services are

installed These should be in place ahead of time in case one of these situations occurs.

Note: Depending

on the destination

number selected,

Long Distance

charges may apply

11Contact Customer Care at 877-487-8722 for additional assistance.

HELPIf you have any questions about a specific feature or the SmartVoice Customer Portal, there

is a HELP section in the upper right hand corner of your screen. This HELP Section is a great

resource for all of your questions on the SmartVoice Customer Portal.

Help available

12Contact Customer Care at 877-487-8722 for additional assistance.

BROWSER REQUIREMENTSThe SmartVoice Customer Portal is compatible with all Internet browsers, but Chrome may

provide the best user experience. We do recommend that you use the latest version of your

Internet browser as you may find some minor incompatibilities with older versions.